Brokerage firms and advisors may give you information on investment results. But in many cases, these numbers aren’t personalized to your portfolio or tell an incomplete story, giving you overall returns but not annualized ones. You can easily calculate your annual investment returns using IRR functions in Excel. Here’s what to know and how to set up the spreadsheet to get started.
Here you’ll find articles on traditional and not-so-traditional approaches to investing — primarily in individual stocks, exchange-traded funds, mutual funds, and bonds. Along with my breakdown and scrutiny of general strategies are first-hand experiences in implementing these approaches. Specific topics include building an investment portfolio and possible ways to determine whether a stock is bargain priced. Information and insights in the Investing category can help you develop a framework for making investment decisions.
Disclosure: This article contains affiliate links, which generate income for this free website at no additional cost to you. This article is written for entertainment purposes only and should not be construed as financial or any other type of professional advice. A few months ago, I spoke with an acquaintance about stock splits. Based on … Continued
In The Intelligent Investor, Graham outlines suggested requirements for defensive investors (aka passive investors) in selecting stocks and building a stock portfolio. These guidelines could be passed along to a financial advisor as a way of specifying requirements. The big idea is to develop a checklist or screen of some sort that enables me to rely on reason rather than emotion when buying and selling stocks. Here we’ll consider how to find large, prominent, and conservatively financed companies.